Tag

Semianalysis

All articles tagged with #semianalysis

technology10 hours ago•52 min saved

China’s Datacenter Boom: 24GW Capacity, Rapid Buildouts, and AI Integration

China’s datacenter sector has expanded to over 24GW, driven by AI demand and rapid construction. ByteDance leases a fifth of national capacity, while state policies shift infrastructure westward. Despite high vacancy in legacy retail sites, wholesale AI demand is surging, with capex doubling for major tech firms.

via SemiAnalysis|

#ai-infrastructure #china-datacenters #eastern-data-western-compute

technology5 months ago•7 min saved

Dylan Patel’s SemiAnalysis: Nvidia Praise, Relentless Scrutiny in Silicon Valley

The Information profiles Dylan Patel, founder of SemiAnalysis, as a relentless Nvidia observer whose scrutiny—documenting product rolls, delays, and inner workings—has earned him irritation from Nvidia yet earned public praise from CEO Jensen Huang at the GTC, illustrating Patel’s unique blend of media, tech insight, and investing in Silicon Valley, even as he publishes critical notes like Nvidia Rubin chip coverage.

via The Information|

#dylan-patel #gtc #inferencex